The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 25,715 | 321,475 | SH | SOLE | 321,475 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 14,348 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 33,900 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 27,522 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 32,864 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | 8,180 | 357,816 | SH | SOLE | 357,816 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 15,631 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 18,866 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 19,106 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 10,761 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 38,975 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 16,208 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 29,049 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 40,757 | 152,500 | SH | Put | SOLE | 152,500 | 0 | 0 | |
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 28,080 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 7,604 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 21,488 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 57,935 | 427,000 | SH | SOLE | 427,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 69,870 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 41,722 | 177,210 | SH | SOLE | 177,210 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 11,419 | 48,500 | SH | Call | SOLE | 48,500 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 12,284 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 17,214 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 15,336 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 9,440 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 28,478 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 13,417 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 5,133 | 307,000 | SH | SOLE | 307,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 42,400 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 13,250 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 25,759 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||